Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
346New |
$8.32K - $16.9K
|
346
$8.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
92+ 100.0% |
$2.21K - $4.5K
|
184
$4.47K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
436New |
$10.5K - $21.3K
|
436
$10.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.57KNew |
$230K - $468K
|
9.57K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.41KNew |
$202K - $411K
|
8.41K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
35.2KNew |
$847K - $1.72M
|
35.2K
$856K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
269+ 100.0% |
$6.47K - $13.1K
|
538
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
52.2K+ 127.25% |
$1.26M - $2.55M
|
93.2K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200+ 100.0% |
$4.81K - $9.78K
|
400
$9.72K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.23K+ 82.44% |
$102K - $207K
|
9.35K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
328+ 103.8% |
$7.89K - $16K
|
644
$15.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
9.51KNew |
$229K - $465K
|
9.51K
$231K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802+ 100.0% |
$19.3K - $39.2K
|
1.6K
$39K
|
|
|
Feb 13, 2025
Q4 2024
|
Seneschal Advisors, LLC
Tacoma, WA |
BUY
|
- |
11.2KNew |
$269K - $547K
|
11.2K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
4.23K+ 69.78% |
$102K - $207K
|
10.3K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
152+ 98.7% |
$3.66K - $7.43K
|
306
$7.44K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
20.9KNew |
$502K - $1.02M
|
20.9K
$507K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7.5K+ 100.0% |
$180K - $367K
|
15K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.62KNew |
$63.1K - $128K
|
2.62K
$63.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.99K+ 100.0% |
$47.9K - $97.3K
|
3.98K
$96.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.23K- 84.11% |
$150K - $304K
|
1.18K
$28.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13K+ 104.01% |
$51.2K - $104K
|
4.17K
$101K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405+ 100.0% |
$9.74K - $19.8K
|
810
$19.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
21.8K+ 110.55% |
$524K - $1.06M
|
41.4K
$1.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
11+ 91.67% |
$265 - $538
|
23
$559
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
268New |
$6.45K - $13.1K
|
268
$6.52K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5New |
$120 - $244
|
5
$122
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
296+ 80.43% |
$7.12K - $14.5K
|
664
$16.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
386K+ 100.0% |
$9.3M - $18.9M
|
773K
$18.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
36.8KNew |
$885K - $1.8M
|
36.8K
$895K
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.14K+ 100.0% |
$27.4K - $55.6K
|
2.28K
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
78+ 100.0% |
$1.88K - $3.81K
|
156
$3.79K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
40+ 100.0% |
$962 - $1.96K
|
80
$1.94K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
282New |
$6.78K - $13.8K
|
282
$6.86K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2New |
$48.1 - $97.8
|
2
$48.6
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
545+ 99.82% |
$13.1K - $26.6K
|
1.09K
$26.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.02KNew |
$24.5K - $49.9K
|
1.02K
$24.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-284- 36.88% |
$6.83K - $13.9K
|
486
$11.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$7.22K - $14.7K
|
300
$7.29K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.87K+ 54.59% |
$141K - $287K
|
16.6K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
216New |
$5.2K - $10.6K
|
216
$5.25K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
133New |
$3.2K - $6.5K
|
133
$3.23K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.41K+ 74.87% |
$154K - $313K
|
15K
$364K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65+ 100.0% |
$1.56K - $3.18K
|
130
$3.16K
|
|
|
Feb 10, 2025
Q4 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
122K+ 112.34% |
$2.93M - $5.95M
|
230K
$5.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
41.8KNew |
$1.01M - $2.04M
|
41.8K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 18.15% |
$47K - $95.6K
|
8.82K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.99K+ 100.0% |
$144K - $293K
|
12K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
20.7KNew |
$498K - $1.01M
|
20.7K
$503K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
5.23K+ 100.0% |
$126K - $255K
|
10.5K
$254K
|